MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$29M
3
+$20.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$19.5M
5
ARKK icon
ARK Innovation ETF
ARKK
+$15.6M

Top Sells

1
+$6.68M
2
+$6.16M
3
+$5.96M
4
NIO icon
NIO
NIO
+$5.78M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$5.16M

Sector Composition

1 Technology 9.67%
2 Consumer Discretionary 7.31%
3 Communication Services 2.83%
4 Financials 2.4%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.4M 0.07%
65,529
+26,907
252
$1.38M 0.07%
20,601
-2,003
253
$1.37M 0.07%
36,790
+4,905
254
$1.35M 0.07%
19,495
+7,338
255
$1.34M 0.07%
14,386
+2,297
256
$1.33M 0.07%
19,174
-607
257
$1.32M 0.07%
22,961
+249
258
$1.28M 0.07%
40,092
-2,247
259
$1.27M 0.07%
65,926
+4,848
260
$1.25M 0.07%
+34,223
261
$1.24M 0.07%
99,703
-742
262
$1.23M 0.07%
18,003
+470
263
$1.22M 0.07%
18,878
+2,497
264
$1.2M 0.06%
14,537
+3,091
265
$1.2M 0.06%
+10,255
266
$1.2M 0.06%
21,684
-350
267
$1.16M 0.06%
+12,218
268
$1.16M 0.06%
27,370
+4,987
269
$1.15M 0.06%
52,816
-2,469
270
$1.15M 0.06%
13,271
+2,969
271
$1.14M 0.06%
15,948
+346
272
$1.13M 0.06%
28,164
-2,054
273
$1.13M 0.06%
+27,300
274
$1.13M 0.06%
33,347
-1,896
275
$1.11M 0.06%
+10,863
9 10
11
12 13